HCLE is a community. We keep track of lots of people and organizations that have a wide variety of relationships with each other and with HCLE. CiviCRM is a "constituency relationship management" system that has been designed for and by nonprofit organizations. We are just beginning the complex process of setting up and customizing CiviCRM to meet HCLE's needs.
(Note: As of 2017, HCLE is transitioning to Salesforce.)
Who Can Use HCLE's CiviCRM?
...to be written as we figure out more about how this program functions...
There is a public-facing interface, a "members" interface, a staff interface and an administrator's interface. We'll tell you who can do what within the system here as soon as we figure it out.
Things to Do
...lots of functions to write about here. It will take some time to understand exactly which of CiviCRMs many abilities are most useful to HCLE. Here we will only document HCLE's implementation, not the entirety of CiviCRM.
The primary things we do with our People/Organizations database are:
Look for information
Add information
Edit and Correct records
Execute automated processes such as sending bulk emails
Create reports or lists of people, organizations and activities
The first three activities often involve switching between searching and editing.
The Contacts Tab
Our first use of CiviCRM is to help staff keep track of everyone's contact information and their relationship to HCLE. A lot of this can be done using the "Contacts Tab". Liza has lots of experience writing user documentation so this is where she will start.
Using CiviCase to Track Requests for Funding to Underwrite HCLE's Activities
The process of securing grants can be very complex. We are hoping CiviCRM can simplify tracking our progress from initial project idea, through writing and submitting proposals, to implementation of the project.
Table of Contents
Introduction
HCLE is a community. We keep track of lots of people and organizations that have a wide variety of relationships with each other and with HCLE. CiviCRM is a "constituency relationship management" system that has been designed for and by nonprofit organizations. We are just beginning the complex process of setting up and customizing CiviCRM to meet HCLE's needs.(Note: As of 2017, HCLE is transitioning to Salesforce.)
Who Can Use HCLE's CiviCRM?
...to be written as we figure out more about how this program functions...There is a public-facing interface, a "members" interface, a staff interface and an administrator's interface. We'll tell you who can do what within the system here as soon as we figure it out.
Things to Do
...lots of functions to write about here. It will take some time to understand exactly which of CiviCRMs many abilities are most useful to HCLE. Here we will only document HCLE's implementation, not the entirety of CiviCRM.The primary things we do with our People/Organizations database are:
- Look for information
- Add information
- Edit and Correct records
- Execute automated processes such as sending bulk emails
- Create reports or lists of people, organizations and activities
The first three activities often involve switching between searching and editing.The Contacts Tab
Our first use of CiviCRM is to help staff keep track of everyone's contact information and their relationship to HCLE. A lot of this can be done using the "Contacts Tab". Liza has lots of experience writing user documentation so this is where she will start.Using CiviCase to Track Requests for Funding to Underwrite HCLE's Activities
The process of securing grants can be very complex. We are hoping CiviCRM can simplify tracking our progress from initial project idea, through writing and submitting proposals, to implementation of the project.Resources
Books and Manuals
Wikis
Desired CiviCRM functions
Tom Trimbath's unfortunate operations comments
More to come...